In the first quarter, there were only 10 stocks increased by public funds, and there were 3 pharmaceutical, biological and communication stocks respectively.
first quarter economic data release: overall stable start
The National Bureau of statistics released the first quarterly report of China’s economy on the 18th. According to preliminary accounting, first quarter China’s GDP was 270178 billion yuan, a year-on-year increase of 4.8% at constant prices and a month on month increase of 1.3% over the fourth quarter of 202 7 residents’ income increased steadily. In the first quarter, the national per capita disposable income was 10345 yuan, a nominal increase of 6.3% over the previous year. After deducting price factors, the actual increase was 5.1%.
Prior to the release of the economic report card, several institutions recently released the first quarter GDP forecast. Among them, the forecast values of Guosen Securities Co.Ltd(002736) , YueKai securities were 4.8% consistent with the published data, and the forecast values of Citic Securities Company Limited(600030) , Guotai Junan Securities Co.Ltd(601211) , Western Securities Co.Ltd(002673) and other leading securities companies were lower than 4.8%.
Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) turmoil continued, and the stock price fell by the limit
In the morning trading on April 18, the three major A-share indexes collectively opened low. Last Friday, the central bank comprehensively lowered the deposit reserve ratio by 0.25 percentage points, 0.25 percentage points lower than the previously expected result. As of midday closing, the Shanghai index fell 0.78%, the Shenzhen Component Index fell 0.2%, and the gem index rose 0.17%.
On the disk, agriculture, forestry, animal husbandry and fishery, prefabricated vegetables and chip / semiconductor sectors performed well, and covid-19 treatment sector led the decline, Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Shanxi Panlong Pharmaceutical Group Limited By Share Ltd(002864) , Dali Pharmaceutical Co.Ltd(603963) limit or sharp decline.
Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) one word limit. As of the closing of midday trading, the limit was 400000 orders, which had fallen for two consecutive days. The company’s share price fell nearly 23% from the high point in the past five days. Since its launch at the end of 2021, the stock has increased by more than 160%.
nearly 40% of the winners do not pay, and the rejection rate of nano core micro is a new high
Yesterday, nasion micro, a quasi listed company on the science and innovation board, released the issuance results. The number of shares issued this time was 8.7235 million, and the number of online investors who gave up payment was 3.3815 million. The number of shares abandoned accounted for nearly 40% of the total online issuance, the amount of abandoned purchase was as high as 778 million yuan, and the abandonment rate reached a record high
Since the registration system, the phenomenon of breaking new shares has been staged frequently, and investors have less expectations for the new shares issued. The abandonment rate of sci-tech innovation board and gem has been rising. Among the issued shares to be listed, the abandonment rate of online issuance such as Jingwei Hengrun, Zhongyi technology and Fengyi technology has exceeded 20%; Among the listed new shares, the abandonment rates of 5 shares such as Hemai shares and Puyuan Jingdian all exceeded 10%.
Behind the abandonment of purchase is the “side effect” of over raising and high valuation. It is reported that the fund raised by nano chip micro is as high as 4.831 billion yuan, second only to the photovoltaic company Hemai shares listed at the end of last year. The amount of over raising ranks first among the new shares of semiconductor in recent two years, and it is the proper “King of over raising”
According to the prospectus, the recommendation agency and lead underwriter of NSM micro are Everbright Securities Company Limited(601788) , and the lead underwriter will invest nearly 900 million yuan for underwriting. The recommendation fee and underwriting fee are 203 million yuan. The offering price of nano core micro is as high as 230 yuan / share, and the initial P / E ratio is 107.48 times. It is the new share with the highest issuing price this year. The first signing needs to pay 115000 yuan. In addition, the issuing price of Zhongyi technology, a quasi listed company on the gem, is 163.56 yuan / share, which is the fifth highest issuing price of new shares this year.
public funds increased their positions by 10 shares in the first quarter, and more than half of pharmaceutical and communication stocks
The disclosure of the annual report of 2021 is coming to an end, and the disclosure of the first quarterly report has gradually begun. On April 15, the disclosure of the first quarterly report of the fund was basically completed.
According to the statistics of securities times · databao, up to now, about 100 companies have disclosed the first quarterly report. The positions of various institutions are gradually revealed. With the sharp correction of many industries, the valuation is gradually close to the historical low. At present, the latest valuation of pharmaceutical, biological, non-ferrous metals and other sectors is less than 30 times.
Among the companies that have published quarterly reports, only 10 stocks were increased by public funds in the first quarter, and 3 pharmaceutical, biological and communication stocks respectively. The largest increase of was Queclink Wireless Solutions Co.Ltd(300590) , reaching 2.64 percentage points , and its fifth largest shareholder “Changxin Jinli trend a” also increased Yinbang Clad Material Co.Ltd(300337) , which was increased by 1.28 percentage points; The positions of Kpc Pharmaceuticals Inc(600422) , Yantai Zhenghai Bio-Tech Co.Ltd(300653) in the pharmaceutical and biological sector were increased by more than 1 percentage point.
Among the above positions increased stocks, Queclink Wireless Solutions Co.Ltd(300590) , Zhongnongfa Seed Industry Group Co.Ltd(600313) was increased by public funds for three consecutive quarters. However, the performance of Queclink Wireless Solutions Co.Ltd(300590) decreased slightly in the first quarter, mainly due to the short-term fluctuation of raw material prices superimposed on the impact of exchange rate during the reporting period. Minsheng Securities believes that at present, the company has actively promoted the process of self-research of core components, improved the level of autonomy and controllability, and the profit level is expected to continue to be repaired in the future.
8 shares have been added by QFII for two consecutive quarters
From the change of QFII positions, according to the statistics of databao, 13 shares were increased in the first quarter, and agriculture, forestry, animal husbandry and fishery, machinery and equipment, national defense and military industry are the key industries. The latest P / E ratios of defense, military industry and mechanical equipment industry were 52 times and 21.67 times respectively, lower than the valuation on January 4, 2019. At that time, the Shanghai composite index was only 2440 points, the lowest point since mid November 2014.
Three shares were newly held by QFII in the first quarter, namely Yuhuan Cnc Machine Tool Co.Ltd(002903) , Qingdao Zhongzi Zhongcheng Group Co.Ltd(300208) and Tianshui Zhongxing Bio-Technology Co.Ltd(002772) , and the last two shares were held by QFII for the first time. From the perspective of position changes, Beijing Beimo High-Tech Frictional Material Co.Ltd(002985) , Yuhuan Cnc Machine Tool Co.Ltd(002903) and Qingdao Zhongzi Zhongcheng Group Co.Ltd(300208) month on month position increases ranked among the top three, all exceeding 1 percentage point.
Eight QFII overweight stocks were obtained for two consecutive quarters, including Zijin Mining Group Company Limited(601899) , Zhongnongfa Seed Industry Group Co.Ltd(600313) , Xi’An Chenxi Aviation Technology Corp.Ltd(300581) , Shandong Wohua Pharmaceutical Co.Ltd(002107) , and only the share price of the first two stocks rose in the previous two years. Judging from the results of the first quarter, Zwsoft Co.Ltd(Guangzhou)(688083) , Rongzhi Rixin suffered losses, and the net profits of Zijin Mining Group Company Limited(601899) , Zhongnongfa Seed Industry Group Co.Ltd(600313) and Chenxi industries doubled, of which the net profits of Zhongnongfa Seed Industry Group Co.Ltd(600313) in the first quarter increased by more than 45 times.
